A heat-pump launch plan you can take to the bank, or to your partner

What the plan is, and what it is not

The plan is a business document. It looks at your market, your crew, your calendar and your cash, and it sets out a sequence for the first 120 days. It is not a technical design, an equipment specification or a code review. Those belong to your licensed staff and suppliers. HeatPump.Company is a marketing and business consulting service; we are not a contractor and never size or install equipment.

Who the plan is for

It fits owners at the "we should probably do heat pumps" stage. Typical examples:

• a gas furnace company watching more of its replacement enquiries ask about heat pumps
• a boiler or hydronic shop wondering whether air-to-water or ductless units fit its customer base
• an AC company that wants a heating-season product so trucks don't sit idle from November to March
• a start-up that wants to be built around heat pumps from day one

If you already sell heat pumps steadily and only need more leads, you are past this stage. Look at launch marketing instead.

What is included

The plan has seven sections, each short enough to read in one sitting.

1. Baseline. Your last 12 months of jobs by type and month, so we can see the quiet weeks a new line could fill.
2. Market check. How heating is supplied in your province, which programs are open, changing or closed as of the date of the plan, and what that means for demand. Each region page shows the kind of context we use.
3. First customer. The one homeowner type you will target first, for example oil-heated homes, electric-baseboard homes or gas homes adding cooling. Trying to sell to everyone at once is the most common launch mistake.
4. Crew readiness. Who needs which training, from which provincial body or manufacturer program, and by when. This links to the training and certification roadmap.
5. Offer outline. A first view of packages and price structure, refined later in offer design.
6. Break-even. A simple model: launch costs, margin per job, jobs per month, and the month the line pays back. Our break-even guide shows the method.
7. The 120-day calendar. Week-by-week tasks, with an owner named for each one.

Timeline

How results are measured

A plan is judged by whether it holds up once the line is running. We set three checkpoints in the plan itself: crew-ready date, first ten installs, and the payback month. At each checkpoint we compare actual against plan and adjust. If the numbers drift badly, the plan includes the point at which you should pause and rethink, rather than keep spending.

Mistakes the plan is built to prevent

• Starting with ads. Buying clicks before the crew and the quote template are ready burns your first and warmest leads.
• Pricing like a furnace. Heat-pump jobs vary more with the house, ductwork and electrical service. A single flat price either loses jobs or loses margin.
• Advertising a rebate you haven't confirmed. Programs change often. In October 2026, for example, a new federal rebate had been announced but was not yet open, while other programs had closed that summer.
• Ignoring your own customer list. The cheapest first jobs come from people who already trust you. See existing-customer conversion.
• Assuming you'll be the only one. In some provinces heat pumps are already the main heating system in a large share of homes. A late entrant needs a sharper angle than "we do heat pumps too".

Proof behind the method

The closest comparison in our HVAC work is building a new division from scratch. GasBoilers.ca was set up as a gas-boiler division for CANRO Heat and now serves 26+ BC communities. The same discipline applies to a heat-pump line: a narrow first customer, dedicated pages and proof that builds week by week. See results for more, or call, text or email to start a plan.